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Millrose Properties, Inc.

MRP
Exchange
NYSE
Industry
Real Estate
SEC CIK
0002017206

In the last 90 days, Millrose Properties, Inc. insiders filed 2 open-market purchases and 0 sales; 524 institutions reported holding it in 13F filings for Q2 2026, worth $4.26B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Millrose Properties, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
486
+6 vs. Q4 2025
Shares held
135.7M
+21.9M (+19.2%) vs. Q4 2025
Total value
$3.80B
+$399.8M (+11.8%) vs. Q4 2025
New holders
75
157 more added
Sold out
69
146 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 486 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 435 institutionsQ2 2025: 429 institutionsQ3 2025: 449 institutionsQ4 2025: 487 institutionsQ1 2026: 486 institutionsQ2 2026: 524 institutions
Value heldQ1 2026: $3.80B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $2.88BQ2 2025: $3.14BQ3 2025: $3.59BQ4 2025: $4.14BQ1 2026: $3.80BQ2 2026: $4.26B
Institutions holding MRP and their total value by quarter
QuarterHoldersValue
Q2 2026524$4.26B
Q1 2026486$3.80B
Q4 2025487$4.14B
Q3 2025449$3.59B
Q2 2025429$3.14B
Q1 2025435$2.88B
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Millrose Properties, Inc.; share changes are against Q4 2025.

Institutions holding MRP in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.20,613,499$577.2M0.01%+659,800+3.3%Added
Vanguard Portfolio Management LLC14,849,462$415.8M0.02%+14,849,462New
Brave Warrior Advisors, LLC8,515,897$238.4M5.90%−84,327−1.0%Reduced
Vanguard Capital Management LLC6,929,031$194.0M0.00%+6,929,031New
FMR LLC6,526,876$182.8M0.01%+2,452,231+60.2%Added
State Street Corp5,280,012$147.8M0.01%+199,293+3.9%Added
Manufacturers Life Insurance Company, The4,302,950$120.5M0.10%−170,619−3.8%Reduced
Permian Investment Partners, LP3,879,312$108.6M12.00%+85,000+2.2%Added
Spears Abacus Advisors LLC3,677,670$103.0M2.02%+49,618+1.4%Added
Geode Capital Management, LLC3,006,508$84.2M0.01%+96,933+3.3%Added
Two Sigma Investments, LP3,000,988$84.0M0.07%+1,134,179+60.8%Added
Morgan Stanley2,629,052$73.6M0.00%−185,791−6.6%Reduced
Charles Schwab Investment Management Inc2,287,956$64.1M0.01%+83,597+3.8%Added
Citadel Advisors LLC2,087,575$58.5M0.04%−1,665,334−44.4%Reduced
Capital World Investors1,643,026$46.0M0.01%00.0%Unchanged
Invesco Ltd.1,622,895$45.4M0.00%+830,529+104.8%Added
Gotham Asset Management, LLC1,563,070$43.8M0.13%+798,814+104.5%Added
Nuveen, LLC1,553,023$43.5M0.01%+691,038+80.2%Added
Mangrove Partners1,380,992$38.7M3.14%00.0%Unchanged
Jupiter Asset Management Ltd1,327,530$37.2M0.20%+1,327,530New
Bank of New York Mellon Corp1,276,671$35.7M0.01%−7,788−0.6%Reduced
Pacer Advisors, Inc.1,227,864$34.4M0.10%+1,227,864New
JPMorgan Chase & Co1,187,160$32.4M0.00%+853,095+255.4%Added
Los Angeles Capital Management LLC1,108,155$31.0M0.12%+1,108,155New
Northern Trust Corp1,103,776$30.9M0.00%−82,847−7.0%Reduced
Principal Financial Group Inc1,044,095$29.2M0.02%−884,761−45.9%Reduced
Vanguard Fiduciary Trust Co958,990$26.9M0.01%+958,990New
Qube Research & Technologies Ltd944,266$26.4M0.04%+944,266New
AQR Capital Management LLC891,015$24.9M0.01%+210,690+31.0%Added
Callodine Capital Management, LP762,392$21.3M1.51%+400,745+110.8%Added
Pacific Heights Asset Management LLC750,000$21.0M0.70%+50,000+7.1%Added
Thrivent Financial for Lutherans724,012$20.3M0.04%−2,593−0.4%Reduced
Russell Investments Group, Ltd.706,184$19.8M0.02%−86,275−10.9%Reduced
Renaissance Technologies LLC687,065$19.2M0.03%−31,802−4.4%Reduced
Hawk Ridge Capital Management LP669,109$18.7M0.68%+11,100+1.7%Added
UBS Group AG667,874$18.7M0.00%+208,823+45.5%Added
Moore Capital Management, LP658,651$18.4M0.67%−359,882−35.3%Reduced
Public Sector Pension Investment Board650,361$18.2M0.06%+15,630+2.5%Added
American Century Companies Inc637,140$17.8M0.01%−123,857−16.3%Reduced
Holocene Advisors, LP617,783$17.3M0.04%+617,783New
Millennium Management LLC582,942$16.3M0.01%−714,333−55.1%Reduced
Bank of America Corp555,978$15.6M0.00%−171,984−23.6%Reduced
Gabelli Funds LLC515,853$14.4M0.10%+8,370+1.6%Added
Goldman Sachs Group Inc481,040$13.5M0.00%−188,637−28.2%Reduced
Raymond James Financial Inc469,208$13.1M0.00%+3,833+0.8%Added
Adelante Capital Management LLC443,990$12.4M0.88%+223,423+101.3%Added
Verition Fund Management LLC415,924$11.6M0.11%−93,158−18.3%Reduced
Jacobs Levy Equity Management, Inc412,726$11.6M0.05%−305,082−42.5%Reduced
Ancora Advisors, LLC410,189$11.5M0.24%+66,680+19.4%Added
Rhumbline Advisers375,688$10.5M0.01%+16,117+4.5%Added
Man Group plc372,134$10.4M0.02%+264,884+247.0%Added
Gamco Investors, Inc. Et Al357,178$10.0M0.10%+6,928+2.0%Added
SEI Investments Co347,235$9.72M0.01%+240,429+225.1%Added
Algert Global LLC346,679$9.71M0.15%+201,939+139.5%Added
Legal & General Group Plc343,707$9.62M0.00%−10,381−2.9%Reduced
Voloridge Investment Management, LLC336,511$9.42M0.04%−541,857−61.7%Reduced
Parkwood LLC331,799$9.29M0.82%+331,799New
Waterfall Asset Management, LLC325,046$9.10M5.09%+219,984+209.4%Added
Ameriprise Financial Inc320,619$8.98M0.00%+11,642+3.8%Added
Swiss National Bank305,086$8.54M0.00%+61,900+25.5%Added
Prudential Financial Inc299,336$8.38M0.01%+157,521+111.1%Added
Gilman Hill Asset Management, LLC292,689$8.20M1.24%+70,440+31.7%Added
Wells Fargo & Company291,038$8.15M0.00%−25,477−8.0%Reduced
California Public Employees Retirement System282,771$7.92M0.00%−10,852−3.7%Reduced
Balyasny Asset Management LLC282,058$7.90M0.02%+282,058New
Natixis256,177$7.17M0.03%+154+0.1%Added
Victory Capital Management Inc249,732$6.99M0.00%+225,393+926.1%Added
Robotti Robert249,435$6.98M1.09%−200−0.1%Reduced
Nomura Asset Management Co Ltd243,730$6.82M0.02%+9,390+4.0%Added
Cerity Partners LLC235,244$6.59M0.01%−10,595−4.3%Reduced
Asset Management One Co.,Ltd.228,392$6.39M0.02%−16,821−6.9%Reduced
LSV Asset Management223,933$6.27M0.01%−18,150−7.5%Reduced
UBS Asset Management Americas Inc223,332$6.25M0.00%−25,140−10.1%Reduced
Public Employees Retirement System of Ohio221,049$6.19M0.02%+121,141+121.3%Added
Limestone Investment Advisors LP203,795$5.71M2.80%00.0%Unchanged
California State Teachers Retirement System187,443$5.25M0.01%+1,520+0.8%Added
Quantinno Capital Management LP181,176$5.07M0.01%+108,508+149.3%Added
Miller Value Partners, LLC180,800$5.06M1.32%+98,000+118.4%Added
State of Alaska, Department of Revenue179,609$5.03M0.05%−585−0.3%Reduced
BNP Paribas Arbitrage, SA173,227$4.85M0.00%−222,680−56.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.173,104$4.85M0.00%+5,095+3.0%Added
Franklin Resources Inc170,062$4.76M0.00%+73,751+76.6%Added
Barclays PLC169,429$4.74M0.00%+26,903+18.9%Added
Wellington Management Group LLP167,636$4.69M0.00%−505,003−75.1%Reduced
Quantbot Technologies LP164,681$4.61M0.19%−86,523−34.4%Reduced
Daiwa Securities Group Inc.151,708$4.25M0.01%+88,095+138.5%Added
Oak Thistle LLC149,584$4.19M0.41%+100,661+205.8%Added
New York State Teachers Retirement System146,628$4.11M0.01%+8,466+6.1%Added
Vanguard Asset Management, Ltd144,601$4.05M0.00%+144,601New
Vestcor Inc136,724$3.83M0.11%+83,618+157.5%Added
Price T Rowe Associates Inc136,221$3.81M0.00%+13,903+11.4%Added
Allianz Asset Management GmbH132,715$3.72M0.00%+125,821+1,825.1%Added
CF Capital LLC130,000$3.64M4.38%+2,811+2.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.126,234$3.53M0.00%+4,773+3.9%Added
SG Americas Securities, LLC116,532$3.26M0.00%+91,819+371.5%Added
State Board of Administration of Florida Retirement System116,194$3.25M0.01%00.0%Unchanged
Great Lakes Advisors, LLC110,926$3.11M0.03%−10,822−8.9%Reduced
Alliancebernstein L.P.103,191$3.08M0.00%−6,700−6.1%Reduced
First Dallas Securities Inc.108,844$3.05M1.13%−3,545−3.2%Reduced
Citigroup Inc107,650$3.01M0.00%+60,975+130.6%Added